Meet the Speaker:

Joe Holman

Principal, Practice Leader, ESG Services, Withum

Joe Holman has 25 years of experience in financial services, which includes providing ESG integration, monitoring, and support services for investment managers and operating companies.

He is a seasoned ESG specialist who has advised over $30 billion of AUM on the benefits of responsible investment & corporate social responsibility (CSR). His experience includes; crafting responsible investment policies, CSR policies, developing diversity, equity & inclusion (DEI) workplace strategies, and recommending pathways to net-zero carbon emissions. Before joining Withum, founded an ESG Advisory firm, a PRI signatory, and worked with credit, real estate, private equity, and hedge funds. Prior experiences also include establishing a boutique fund administrator, Columbus Avenue Consulting. Before Columbus, he began his career as an audit partner at Rothstein, Kass & Company PC (merged with KPMG in 2014).